Stock Transfer

A stock transfer moves products between your warehouses. For example, move 24 products from your main warehouse to restock a second shop. Stock levels change when you receive the transfer. YoPrint does not hold items in an in-transit status, so products remain in the source warehouse inventory until received.

Before you start, you need two warehouse locations and stock at the source. If you need to enter existing stock, use a stock adjustment.

Create a stock transfer

1. In the top navigation bar, open Stock Control.

   

2. Choose Stock Transfer.

   

3. Click + Stock Transfer.

   

   Issue Date defaults to today's date and serves as the document date. Leave it as today, or click the calendar icon to choose a different date.

4. Open Source.

   

   Source defaults to your primary warehouse. If you are transferring products from that warehouse, leave it selected and skip to step 6.

5. Choose the warehouse the products are leaving.

   

6. Open Destination.

   

7. Choose the warehouse receiving the products.

   

8. Add a Note if you want to explain the move.

   

Add the products

1. Click + Item.

   

   Stock numbers update after you choose a concrete product or variant, not just a name. The zeros shown before you select a product are placeholders, not stock.

2. Search for the product by name.

   

3. Choose the exact product whose stock you want to transfer.

   

4. For a product with variants, open the color selector.

   

5. Choose the color to transfer.

   

6. Open the size selector. Selecting a color enables the size selector.

   

7. Choose the size to transfer.

   

8. Click the blue checkmark to add your selection.

   

9. Enter the Quantity to move. The Source and Destination columns show current stock. Each After column shows the balance after the transfer.

   

10. Click Create.

To transfer more products, repeat the + Item steps before creating the transfer.

The saved transfer has its own number. In this example, it is ST-1. Its stock levels stay unchanged until it is received.

Edit a pending transfer

You can edit a transfer before it is received. Open the transfer to view its details, then make your changes.

1. Click Edit on the transfer.

   

2. Correct the Quantity if needed.

   

3. Click Save.

   

Open the stock transfer PDF

1. Click the Print icon on the transfer.

   

The PDF opens in a new tab. It shows the transfer number, source, destination, products, quantities, note, and a QR code. You can print it to send with the products.

Receive the transfer at the destination

When the products arrive, the person receiving them at the destination completes the transfer in YoPrint.

1. Click Receive on the transfer.

   

2. Click Mark Received to confirm.

   

   Receiving is an all-or-nothing confirmation. Editing a transfer down reduces both the removal and the addition; it does not leave goods in transit. If items never left the source, edit the transfer quantity before receiving. If items were lost in transit, receive the transfer and make a stock adjustment to correct stock.

The transfer is now Completed, and the stock levels are adjusted. Completed transfers cannot be edited.

Check stock at both warehouses

1. In the top navigation bar, open Stock Control.

   

2. Choose Inventory.

   

3. Search for the product.

   

4. Open the product row’s three-dot menu.

   

5. Choose View.

   

Check On Hand for each warehouse and the color and size you transferred. In this example, Main warehouse has 76 and Downtown shop has 24. The total stays at 100.

Move products back after a completed transfer

Clicking Revert prepares an unsaved return transfer with the warehouses reversed, created only when you click Create. It does not reverse stock levels immediately. Stock levels update only when the return transfer is received at the original warehouse.

1. Click Revert on the completed transfer.

   

2. Check the Quantity for the return. Adjust the quantity if you are only returning part of the transfer. The new transfer has the original source and destination swapped.

   

3. Click Create.

   

Receive the new transfer when the products arrive back at the original warehouse.

Delete a pending transfer

If the products will not be moved, delete the pending transfer. Deletion is permanent and cannot be undone. This example removes the unneeded return transfer ST-2. The completed transfer ST-1 remains.

1. On the transfer detail page, open the three-dot menu.

   

2. Choose Delete.

   

3. Click Delete stock transfer to confirm.

   

YoPrint returns to the Stock Transfer list, with the deleted transfer removed.